Portfolio Resources Advisor Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Portfolio Resources Advisor Group’s Portfolio PSK Stock Details PSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397	Hold	13	–	–	﹤0.01%	150
2026 Q1	$401	Hold	13	–	–	﹤0.01%	148
2025 Q4	$412	Buy	+13	New	+$420	﹤0.01%	142

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Portfolio Resources Advisor Group's PSK Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q2 2026 at 13 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Portfolio Resources Advisor Group first reported a position in PSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $412 in Q4 2025. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Portfolio Resources Advisor Group held 13 shares of State Street SPDR ICE Preferred Securities ETF worth $397 as of Q2 2026.
Portfolio Resources Advisor Group left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q2 2026.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #150 holding.
Portfolio Resources Advisor Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2025 and has held it in 3 quarters since.
Portfolio Resources Advisor Group's State Street SPDR ICE Preferred Securities ETF position peaked at $412 in Q4 2025.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.